United Brokerage Services Inc.

United Brokerage Services Inc. (CRD# 39062) is a financial advisory firm headquartered in Parkersburg, WV. They manage $249,745,693 in 790 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
514 Market Street, Parkersburg, WV 26101
http://www.united-brokerage.com
By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $316,134
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV

Financial Advisors at United Brokerage Services Inc.
Showing 31 - 40 of 41 top financial advisors.
31
Peter Warren, financial advisor Martinsburg WV
Peter T. Warren
CRD#: 5912850
450 Foxcroft Avenue, Martinsburg, WV 25401

Peter Warren (CRD# 5912850) is an Investment Advisor Representative working at United Brokerage Services Inc. in Martinsburg, WV and has over 12 years of experience in the finance industry.

32
Christopher Williams, financial advisor Alexandria VA
Christopher N. Williams
CRD#: 2955577
1737 King Street, Alexandria, VA 22314

Christopher Williams (CRD# 2955577) is an Investment Advisor Representative working at United Brokerage Services Inc. in Alexandria, VA and has over 26 years of experience in the finance industry.

33
Patricia Caprarese, financial advisor Wheeling WV
Patricia Caprarese
CRD#: 7280109
2180 National Road, Wheeling, WV 26003

Patricia Caprarese (CRD# 7280109) is an Investment Advisor Representative working at United Brokerage Services Inc. in Wheeling, WV and has over 2 years of experience in the finance industry.

34
Joseph Carter, financial advisor Mclean VA
Joseph V. Carter
CRD#: 2903992
1320 Old Chain Bridge Road, Mclean, VA 22101

Joseph Carter (CRD# 2903992) is an Investment Advisor Representative working at United Brokerage Services Inc. in Mclean, VA and has over 26 years of experience in the finance industry.

35
Lindsay Green, financial advisor Parkersburg WV
Lindsay D. Green
CRD#: 5834020
514 Market Street, Parkersburg, WV 26101

Lindsay Green (CRD# 5834020) is an Investment Advisor Representative working at United Brokerage Services Inc. in Parkersburg, WV and has 1 year of experience in the finance industry.

36
Eric Humphrey, financial advisor Parkersburg WV
Eric S. Humphrey
CRD#: 7077764
514 Market Street, Parkersburg, WV 26101

Eric Humphrey (CRD# 7077764) is an Investment Advisor Representative working at United Brokerage Services Inc. in Parkersburg, WV and has 1 year of experience in the finance industry.

37
Todd Jorgenson, financial advisor Ashburn VA
Todd W. Jorgenson
CRD#: 6977273
21885 Ryan Center Way, Ashburn, VA 20147

Todd Jorgenson (CRD# 6977273) is an Investment Advisor Representative working at United Brokerage Services Inc. in Ashburn, VA and has 1 year of experience in the finance industry.

38
Shane Marrone, financial advisor Shepherdstown WV
Shane A. Marrone
CRD#: 6701818
7867 Martinsburg Pike, Maddex Square, Shepherdstown, WV 25443

Shane Marrone (CRD# 6701818) is an Investment Advisor Representative working at United Brokerage Services Inc. in Shepherdstown, WV and has over 3 years of experience in the finance industry.

39
Nicholas Masih, financial advisor Arlington VA
Nicholas Masih
CRD#: 6761225
5350 Lee Highway, Arlington, VA 22207

Nicholas Masih (CRD# 6761225) is an Investment Advisor Representative working at United Brokerage Services Inc. in Arlington, VA and has over 4 years of experience in the finance industry.

40
Lori Pointer, financial advisor Parkersburg WV
Lori M. Pointer
CRD#: 6146047
514 Market Street, Parkersburg, WV 26101

Lori Pointer (CRD# 6146047) is an Investment Advisor Representative working at United Brokerage Services Inc. in Parkersburg, WV and has over 7 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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